阿斯麦（ASML）2026年第一季度业绩报告「NASDAQ」（英文版）（3页）.pdf

1、 1 Public ASML reports 8.8 billion total net sales and 2.8 billion net income in Q1 2026 ASML now expects 2026 total net sales to be between 36 billion and 40 billion,with a gross margin between 51%and 53%VELDHOVEN,the Netherlands,April 15,2026 Today,ASML Holding NV(ASML)has published its 2026 first

2、-quarter results.Q1 total net sales of 8.8 billion,gross margin of 53.0%,net income of 2.8 billion ASML expects Q2 2026 total net sales between 8.4 billion and 9.0 billion,and a gross margin between 51%and 52%ASML now expects 2026 total net sales to be between 36 billion and 40 billion,with a gross

3、margin between 51%and 53%(Figures in millions of euros unless otherwise indicated)Q4 2025 Q1 2026 Total net sales 9,718 8,767.of which Installed Base Management sales1 2,134 2,488 New lithography systems sold(units)94 67 Used lithography systems sold(units)8 12 Gross profit 5,068 4,645 Gross margin(

4、%)52.2 53.0 Net income 2,840 2,757 EPS(basic;in euros)7.35 7.15 End-quarter cash and cash equivalents and short-term investments 13,322 8,376(1)Installed Base Management sales equals our net service and field option sales.Numbers have been rounded for readers convenience.A complete summary of US GAA

5、P Consolidated Statements of Operations is published on .CEO statement and outlook Our first-quarter total net sales were 8.8 billion,within our guidance,and gross margin came in at 53.0%,at the high end of our guidance.The semiconductor industrys growth outlook continues to solidify,driven by ongoi

6、ng AI-related infrastructure investments.Demand for chips is outpacing supply.In response,our customers are accelerating their capacity expansion plans for 2026 and beyond,supported by long-term agreements with their customers.In the past months,our customers have increased their expected short-and